See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,876 | $85,202+11.4% | $172,739-45.1% | $72,985+30.0% |
| Participation rate | 79.5% | 70.1%+9.4pp | 82.6%-3.2pp | 69.5%+10.0pp |
| Annual return | 6.85% | 27.32%-20.5pp | 802.84%-796.0pp | 81.00%-74.2pp |
| Employer contribution / active EE | $3,851 | $3,324+15.9% | $5,143-25.1% | $2,440+57.9% |
| Participant deferral / active EE | $2,189 | $3,260-32.9% | $5,198-57.9% | $3,607-39.3% |
| Admin fee / account holder | $3,915 | $5,884-33.5% | $13,954-71.9% | $5,124-23.6% |